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Showing 701 - 710 of 1676 results for "Supply"

Credit value exists in emerging markets

ALLY SELBY  |  WEDNESDAY, 22 APR 2020
... Asset said. "As the magnitude of the growth shock from coronavirus and energy has unfolded, we now believe this year's new supply will be as much as $300 billion. This increase in issuance will be an important technical in the market, and spells opportunity ...

Chief economist update: Stimulus measures ease extreme fear

BENJAMIN ONG  |  WEDNESDAY, 22 APR 2020
... reading since December 2011 and the biggest monthly fall on record. Meanwhile, forced factory shutdowns, disruptions to their supply chains and reduced demand sent industrial production plummeting by 5.4% in the month of March - the steepest monthly ...

COVID-19 to lead to deglobalisation: Amundi

ALLY SELBY  |  TUESDAY, 21 APR 2020
... that COVID-19 will favour countries that are close to autonomous regarding internal demand and less dependent on global supply chains and trade. Internal demand is also negatively affected by lockdowns, but this is where resilience and rebound should ...

The domino effect: Oil falls, markets follow

ALLY SELBY  |  TUESDAY, 21 APR 2020
... without seeing production go into a tailspin." He argued prices would unlikely increase until virus cases slowed. "The 'supply shock' from the OPEC+ collapse in March was really a mirage, the demand shock from COVID-19 is overwhelming everything," ...

Oil tanks

BENJAMIN ONG  |  TUESDAY, 21 APR 2020
... April for May delivery dropped to minus US$35.20 a barrel - i.e. oil producers are paying buyers to come and get their supply. With planes, trains and automobiles all at a virtual standstill and factories in lockdown, the planet is drowning in oil and ...

Listed infrastructure mispriced: FSI

HARRISON WORLEY  |  WEDNESDAY, 15 APR 2020
... liquidity driven sell-off. "Select energy infrastructure assets are trading at massive discounts to intrinsic value, given supply and demand problems in energy markets globally," he pointed out. Overall, Greenup said FSI is confident GLI will recover ...

Chief economist update: COVID-infected Aussie stats trickle in

BENJAMIN ONG  |  WEDNESDAY, 8 APR 2020
... and employment - are inhibiting expenditures... local or imported. And that's before factoring in the disruptions to supply chains around the world. To paraphrase Governor Lowe's statement, Australia may not be able to avoid a recession this ...

Property manager, sovereign wealth fund enter JV

ALLY SELBY  |  MONDAY, 6 APR 2020
... average lease expiry of 4.6 years as of March 1. Over the long term, Dexus said, the building would benefit from positive supply-demand dynamics. The acquisition of Rialto Towers will provide the group with a breadth of capital sources through different ...

Chief economist update: Oil gush

BENJAMIN ONG  |  FRIDAY, 3 APR 2020
... despite reports that Saudi officials called the "10 million barrels" output reduction an "exaggeration". Exaggeration or not, supply limitations should help put a floor under oil prices. Whether or not this is sufficient to offset the sharp drop in demand ...

Lonsec recommends PCFM fund

HARRISON WORLEY  |  THURSDAY, 2 APR 2020
... starting to reintroduce normalcy to day-to-day life in the nation, which he said will make a big difference to important supply chains. "We think selectively there's opportunities in some of the higher quality consumer elated exposures," Mitchell said. ...